In this article:
❗️Important
To access Report Notifications, you will need a Connector or Supernode plan. To upgrade your account, visit the Plan & Billing page.
Report Notifications Overview
Stay on top of new partner overlaps by subscribing to notifications for a specific report. You’ll get real-time updates via email or Slack.
Why use report notifications?
Automatically alert AEs to new overlaps on the leads or accounts they own
Stay informed without checking Crossbeam constantly
Send alerts to Slack channels your team already uses
Mention reps directly in Slack Connect channels for faster follow-up
Increase visibility by posting to public Slack channels
❗️Important
Slack notifications are visible to everyone in the selected channel. Avoid setting up notifications for a report with a specific partner in a shared channel that includes a different partner.
How do I use it?
From a Saved Report, click on the bell icon next to the Export button.
Click on the notification bell icon and you have two options:
Email notifications: enter the email address of anyone (even non-Crossbeam users) that you want to receive the overlap results via email. You can enter as many as you'd like.
Slack notifications: chose a Slack channel for updates. You can select:
Public channels
Private channels
Slack Connect public channels
Slack Connect private channels
❗️Important
You can only select private channels (both regular and Slack Connect) that the Crossbeam app has been invited to.
To invite the Crossbeam app to a private channel, type /invite, choose Add apps to this channel, and select Crossbeam.
Want to Mention Account Owners in Slack?
To mention your sales reps in report notifications for public or private Slack channels, make sure:
Your CRM Data Source includes
Account Owner NameandAccount Owner EmailYour CSV or Google Sheet Data Source maps the
Account Owner EmailcolumnYour report includes both
Account Owner NameandAccount Owner Emailas columns
✍️ Note
If the Account Owner isn’t in the Slack channel, they won’t get alerted—but their name will still be mentioned, so others can add them.
If your report includes only Account Owner Name but not Account Owner Email, Slack will show the name but won’t tag the user.
Slack Connect Best Practices
Before sending notifications to a Slack Connect channel, double-check that all report overlaps are relevant to the partner(s) in that channel.
Crossbeam will flag potential issues if you attempt to send notifications to a Slack Connect channel that:
Includes an unknown organization
Contains a partner not included in the report
Has multiple organizations in the channel
If you haven’t connected Slack yet, you’ll see a Connect to Slack button instead of the channel dropdown.
How often will I get notifications?
You will receive these notifications in your email and/or your Slack App every four hours.
What do the notifications look like?
Email
Slack
Slack report notifications include:
Account name and website
Account Overlaps
Your Account Owner's name
Account Owner Slack Username (if Slack Mentions are enabled)
Link to the account and report in Crossbeam
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